Comparison

ADVANCED MICRO DEVICES INC (AMD) vs TEXAS INSTRUMENTS INC (TXN)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AMD

ADVANCED MICRO DEVICES INC

Semiconductors

Revenue, FY25: $34.64B
Net income: $4.34B
Operating cash flow: $7.71B
Free cash flow: $6.74B
Net margin: 12.51%
Operating margin: 10.66%
Gross margin: 49.52%

TXN

TEXAS INSTRUMENTS INC

Semiconductors

Revenue, FY25: $17.68B
Net income: $5B
Operating cash flow: -
Free cash flow: -
Net margin: 28.28%
Operating margin: 34.06%
Gross margin: 57.02%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AMD	TXN
Revenue growth, latest filed year	+34.34%	+13.05%
Piotroski F-score	8 of 9	5 of 7
P/E against its own history	77.65% above	54.14% above

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AMD

Semiconductor supply
China
Export controls
Litigation
Tax
Supply chain

And 21 more.

TXN

Product recalls
Semiconductor supply
Cybersecurity
Export controls
Tariffs
Tax

And 10 more.

Tracked managers holding both

Baillie Gifford Baillie Gifford & Co 0.00% · 0.42%
Joel Greenblatt Gotham Asset Management 0.18% · 0.09%
Bill Nygren Harris Associates (Oakmark) 0.00% · 0.02%

Updated Aug 19, 2026 · the newer of the two companies' filings